PIPR icon

Piper Sandler

356 hedge funds and large institutions have $4.17B invested in Piper Sandler in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 127 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

9% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 46

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less funds holding

Funds holding: 357356 (-1)

Holders
356
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.79M
Puts
$3.95M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
301
EverSource Wealth Advisors
Alabama
$10.8K
GIA
302
GHP Investment Advisors
Colorado
$10.2K
LWANC
303
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K
HWM
304
HighMark Wealth Management
Minnesota
$9.68K
AssetMark Inc
305
AssetMark Inc
California
$9.32K
HWM
306
Hemington Wealth Management
Virginia
$9K
RIL
307
Rothschild Investment LLC
Illinois
$8.89K
BFS
308
Bare Financial Services
Pennsylvania
$7.23K
WA
309
WPG Advisers
Maryland
$7.23K
Lazard Asset Management
310
Lazard Asset Management
New York
$7K
BIA
311
Bell Investment Advisors
California
$6.95K
DPW
312
DiNuzzo Private Wealth
Pennsylvania
$6.95K
CA
313
Clearstead Advisors
Ohio
$6.95K
PWMG
314
Prestige Wealth Management Group
New Jersey
$5.28K
JWA
315
JFS Wealth Advisors
Pennsylvania
$5K
HFM
316
Harvest Fund Management
China
$5K
PWMG
317
Private Wealth Management Group
New Jersey
$4.72K
PTC
318
Private Trust Company
Ohio
$4.17K
VWWMG
319
Vermillion & White Wealth Management Group
Pennsylvania
$4.17K
AAS
320
Ameritas Advisory Services
Nebraska
$3.61K
W
321
WealthCollab
Washington
$3.06K
RAM
322
Riggs Asset Management
Pennsylvania
$3.06K
CFD
323
Creative Financial Designs
Indiana
$3.06K
DCBT
324
Dakota Community Bank & Trust
North Dakota
$2.78K
WSFS
325
Wilmington Savings Fund Society
Delaware
$2.78K